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Bloomberg
3 days ago
- Business
- Bloomberg
China's Startups Race to Dominate the Coming AI Robot Boom
A few weeks ago, a Chinese startup called EngineAI gave an unusual demonstration of how today's robots learn. A female instructor with long blonde hair showed off a series of dance steps and then encouraged the company's humanoid robot to imitate her moves. 'Five, six, seven, eight,' she said. 'Let's go! Keep the flow.' Using computer vision and machine learning algorithms, the machine watched and listened — and then mimicked a series of steps from her dance routine. Over a few days, EngineAI's robot mastered the Axe Gang dance from the 2004 movie Kung Fu Hustle. A bit silly perhaps, but the dance represents a serious step for China's tech industry. After years of American companies like Boston Dynamics Inc. leading the development of humanoid — or people-shaped — machines, Chinese upstarts are now pushing the boundaries of innovation. In April, Beijing hosted the world's first robot half-marathon, where the city's X-Humanoid bested a field of 20 other bipedal machines. In May, Unitree Robotics, one of the country's prominent players, showcased its machines in what was billed as the first robot kickboxing tournament. While these events don't always go smoothly — 15 of 21 robots failed to complete the Beijing race — the point is progress, not perfection. China, which already has a higher density of robots per human on its factory floors than the likes of the US and Japan, is preparing humanoids to move into increasingly complex roles. EngineAI, Unitree and their competitors have started trials for everything from sorting garbage and delivering medicines in nursing homes to patrolling the streets alongside police officers and guiding tours through museums. The bots are quietly being tested for military combat, according to local media reports. Zhao Tongyang, founder and chief executive officer of EngineAI, figures 50 or 60 companies in China are working on humanoid development now, benefiting from the country's manufacturing expertise and robust government support. They're harnessing artificial intelligence models so the machines can learn how to handle new tasks on their own, without laborious programming for each situation. The company says it has orders for hundreds of its humanoids. 'China has many players involved and there are some very good talents among them,' said the 43-year-old Zhao during an interview over Zoom. 'I hope China will be first when it comes to robots.' The country's startups have caught the attention of Elon Musk, whose Tesla Inc. has set its sights on the humanoid market. On an April conference call, the billionaire said he thinks his Optimus robots lead the industry in performance, but China may end up dominating the field. 'I'm a little concerned that on the leaderboard, ranks 2 through 10 will be Chinese companies,' he said. Leadership in this field matters because humanoids appear poised to move beyond the realms of sci-fi and curiosity. Citigroup Inc. recently projected the market for the machines and related services will surge to $7 trillion by 2050 when the world could be populated by 648 million human-like bots. Beyond the monetary rewards are mind-rattling strategic implications for governments and countries. Whoever leads development of these humanoids could potentially command an army of indefatigable workers, caregivers and soldiers, redefining economic and political strength. Musk made the case in mid-May that the global economy could grow to 10 times its current size with the addition of robot labor. 'It unlocks an immense amount of economic potential,' Musk said during an appearance in Saudi Arabia. 'We're headed to a radically different world.' China's strength in this field isn't an accident. President Xi Jinping and the Communist Party sketched out blueprints for developing strategic technologies — including robotics — more than a decade ago. Local officials then offered financial incentives and support to entrepreneurs to reach Beijing's policy goals. In EngineAI's case, the Shenzhen government helped connect Zhao with funding and other resources. 'Although it is not the government that directly invests in us, at least the government's money is used to guide them to this industry and guide funds in this direction,' the founder said. 'I think this is a great thing.' China announced earlier this year it would invest 1 trillion yuan ($138 billion) in robotics and high tech in the next two decades, far more than the US or Europe. The US has formidable players in robotics — including Boston Dynamics, Agility Robotics, Figure AI and Tesla — and a long track record of technology breakthroughs. Yet some scholars warn that Beijing's approach may give China the edge in developing strategically important, capital-intensive sectors, like it has already done with electric vehicles and solar panels. 'The Chinese model of state-run capitalism might actually be better equipped,' said Julian Mueller-Kaler, director of the Strategic Foresight Hub at the Washington D.C.-based think tank, Stimson Center. 'Digital and tech advancements are geopolitical issues of the highest order.' While it's still possible the humanoid market never takes off, China is making an audacious bet that it will. The country is on track to produce more than 10,000 humanoid robots this year, or more than half of the machines globally, according to an April study from the China think tank Leaderobot and other institutions. 'China is winning the humanoids war, I have no doubt,' said Henrik I. Christensen, director of the Contextual Robotics Institute at the University of California San Diego. Zhao's career mirrors the country's embrace of robotics. After majoring in automation at university, he got into the field eight years ago, motivated not so much by Beijing's strategic priorities as the prospects for innovation. 'I believed that humanoid robots would definitely change the way of life for human beings,' he said. His timing was fortuitous. A few years earlier, Beijing had unveiled an ambitious program called Made in China 2025, which set goals for technological accomplishments over the next decade. The Communist Party's drive to develop humanoid technology stemmed from a looming labor crunch. The working-age population is expected to shrink by about 22% through 2050, according to the Lowy Institute in Sydney. The squeeze is particularly acute in manufacturing, with a projected shortfall of 30 million workers in 10 sectors by the end of this year, according to a report from government agencies, including the Ministry of Industry and Information Technology. This gap is aggravated by the younger generation's reluctance to take the kind of blue-collar factory jobs their parents embraced. China's strategy is to integrate people-like robots across sectors like manufacturing, healthcare and hospitality. Factory floors in China already boast a robot density that eclipses Germany and Japan, with levels doubling in just four years. It had 470 robots per 10,000 employees in 2023, well above the US at 295 robots for the same number of workers, according to the International Federation of Robots. Artificial intelligence models are helping humanoid robots become smarter, more adaptable machines. Startups like EngineAI and Unitree are refining their AI applications, allowing robots to see and recognize objects, plan movements, coordinate with each other and teach themselves how to adapt to new situations. 'Previously, robots were very stupid, right?' said Chang Lin, the co-founder and CEO of Leju Robotics, another ambitious startup. Today, the evolution of large language models, like those powering ChatGPT and DeepSeek, is bestowing intelligence on machines so they can learn tasks from their owners, he said. You could, for example, train one of the company's Kuavo robots how you want it to clean the floors or care for the flowers in your house — and then it would take over. 'It'll be easy,' he said. 'Form a data set for watering flowers, it will naturally water the flowers.' This kind of progress has China's robots making their way into the real world. UBTech Robotics Corp., based in Shenzhen, has deployed its 5-foot-6-inch Walker S1 to help assemble iPhones for Apple partner Foxconn Technology Group. More than 500 of its machines work in the auto factories of BYD Co., Geely Automobile Holdings Ltd. and FAW-Volkswagen, lifting boxes, sorting components and testing instruments. At the FAW-Volkswagen plant, they detect refrigerant leaks in air-conditioning systems, a task that could hurt the lungs of humans. Leju, also based in Shenzhen, is pushing the use of humanoids to sort and deliver medicines at elder-care facilities. At least a hundred of its machines have been delivered to carmakers including BAIC Motor Corp. and Nio Inc., exhibition halls in China and nursing homes in Suzhou. Colleges have also bought Leju robots for doing research. Susanne Bieller, general secretary of the Frankfurt-based International Federation of Robotics, sees China emerging as a leading player in humanoids as the country's startups work with its manufacturers to bring down costs and make machines more affordable. 'Within the next 5 to 10 years, we can expect it to be more widely adopted in industry,' she said. EngineAI spent years improving its robots' joints, making them lighter and smaller, while whittling away at expenses. In one case, Zhao and his 40-person engineering team redesigned a power joint that cost 20,000 to 30,000 yuan so they could produce it themselves for one-tenth the cost. Zhao also grew obsessed with figuring out how to create robots that could walk with a natural, human-like gait. He told staff early machines that take slow, awkward steps should be thrown in the trash. EngineAI built humanoids with refined leg joints and then integrated machine learning with neural networks so the machines could learn to walk, much like a real toddler. 'Collect a lot of very beautiful data from the human body, combine these data and let it walk,' he said. Still, even the most elegant humanoids won't have a future unless they provide value. People-like machines captured the popular imagination at least as far back as Isaac Asimov's writings in the 1950s, yet they've remained largely a novelty. Boston Dynamics has impressed tech geeks since its founding in 1992, but it's never built much of a business. Google and SoftBank Group Corp. each bought the startup and then sold it again without commercial success; it's now owned by Hyundai Motor Co. In Beijing, the humanoid half marathon meant to showcase the machines' capabilities instead demonstrated their limitations. One robot participant fell at the starting line. Another had its head fall off and roll on the ground. In the kickboxing tournament this month, the Unitree robots often lashed out at thin air or toppled over on their own, even though they were controlled by humans ringside. The vibe was less Terminator, more Rock 'Em Sock 'Em Robots. Humanoids 'just don't make economic sense for most people and companies for the foreseeable future,' said Romain Moulin, CEO of the French startup Exotec, which makes box-like robots for warehouses that he thinks are more utilitarian. Nevertheless, the number of believers is growing. In its 83-page report, Citigroup tapped 10 of its own staff and seven contributors to explain why it sees robots as a yawning opportunity. It describes such machines as 'physical AI' and predicts they will be used for autonomous driving, cleaning and deliveries. It forecasts that humanoids will be the fastest-growing segment of the robot market, with the flexibility to work in health care, factories, home cleaning, deliveries, supermarkets and hospitality. 'A big part of the thesis for humanoids is simple – we have engineered our manmade world to work for humans so humanoids can fit straight in without significant infrastructure changes,' the authors wrote. Musk has become a leading advocate. He said in April he expects to have thousands of Optimus robots working in Tesla factories by the end of the year, and he is confident of getting to a million units a year in less than five years. The robots aren't on sale for others yet, but they're expected to cost $20,000 to $30,000 as they hit the market in 2027. The economics of such machines will then become clearer, Citi contends. If Musk's prediction is accurate that humanoids cost about $25,000, the analysts calculate they would pay for themselves in 36 weeks, if compared with the lowest US minimum wage of $7.25. The payback equations are more compelling in the states and jobs where wages are higher. 'The argument for humanoids is not just economic. Some jobs are dangerous or undesirable for humans and are better suited for robots. In other cases, labour shortages exist and can fill these roles. Robots also don't leave or take holidays,' they wrote. Chang, the Leju Robotics CEO, said the growing number of humanoid startups in China is driving intense competition. Scores of companies have to race their rivals to integrate AI capabilities and physical innovations. 'The more people enter the industry, the better the industry will be,' he said. 'So what we need to do is to try our best to stay ahead.'— Saritha Rai and Jessica Sui


The Star
7 days ago
- Automotive
- The Star
Humanoid robots gain momentum in commercial rollout in China
HEFEI: Standing 1.67 metres tall and weighing 65 kilograms, a humanoid robot named Mornine professionally introduces and recommends the latest car models to clients at a Chery automobile 4S store in Malaysia. Powered by advanced devices such as 3D lidar, panoramic camera and large language model, Mornine can autonomously plan its walking routes and promptly respond to consumer inquiries. In late April, the first batch of 220 such humanoid robots developed by Moga Technology Co., Ltd, a subsidiary of Chinese carmaker Chery, was officially delivered to clients worldwide. Zhang Guibin, president of Moga Technology, said that the robots will first be deployed at automobile 4S stores, then in public service places such as supermarkets, before finally entering households. Thanks to rapid advancements in technologies such as AI and large language models, China's robotics industry is undergoing a rapid transformation from laboratory research to mass production and applications. The industry is expected to see a market boom in the coming years. According to the Chinese Institute of Electronics, China's humanoid robot market is projected to reach 870 billion yuan (about US$121 billion) by 2030. The deep integration of AI, 5G communications, and brain-inspired computing is driving robotics into a new phase of embodied intelligence, said Liu Hong, director of the State Key Laboratory of Robotics and Systems. Chinese robotics firm EngineAI launched two robot models on an e-commerce platform in mid-April, with its flagship model PM01 boasting 24 degrees of freedom, or the number of movable joints, and a movement speed of 2 metres per second. This robot is capable of performing complex movements such as front flips and dancing, and can even assist police officers in street patrols. "As a high-performance hardware platform, the PM01 supports integration with a variety of developer ecosystems, making it adaptable to diverse application scenarios," said Zhang Shan, office director of EngineAI Hefei branch. So far, the robot has already been deployed in education, security patrols and firefighting, and the target is to deliver 1,000 units this year. These smart robots are also making inroads into industrial applications. Five Kuavo humanoid robots, developed by Leju Robotics, have been introduced to the production lines of Chinese carmaker FAW Hongqi this year, where they transport boxes for long hours. "Our Kuavo humanoid robots are primarily designed for logistics scenarios, such as transporting containers and sorting documents. The bipedal design offers advantages in moving in confined spaces or climbing stairs," said Wang Shuai, deputy general manager of Leju Robotics Hefei branch. According to Wang, the robots are currently in the testing and development phase and they will officially start to work in factories by year-end. Regions across China are investing heavily to foster this future industry. Hefei, capital of Anhui Province, has established a 10-billion-yuan fund to promote its smart robotics industry. Similar initiatives are underway in the provinces of Guangdong, Sichuan and Shanxi. Intelligence is the main focus of Hefei's industrial development strategy for the next decade, with intelligent robots forming a key part of the blueprint, said Wang Haixia, deputy mayor of Hefei. In 2024, the output value of Hefei's intelligent robotics industry exceeded 50 billion yuan, with the number of relevant enterprises increasing by 83 per cent year on year. As a new tech hub, the city is now home to over 160 enterprises across the entire robotics value chain, from R&D to manufacturing. Despite rapid progress, industry insiders widely believe that the mass application of robots still faces multiple challenges, such as an underdeveloped embodied brain and difficulty in expanding application scenarios. The smart robotics industry requires collaborative efforts to establish shared technological platforms, complete the list of application scenarios and build a more robust industrial ecosystem, said Liu. - Xinhua


Economic Times
26-05-2025
- Entertainment
- Economic Times
Have robots learned how to fight, literally? World's first humanoid kickboxing match leaves viewers awestruck and uneasy
China just hosted the world's first humanoid robot kickboxing match, and it's as mind-blowing as it is unsettling. Unitree Robotics' G1 bots donned gloves and sparred in live matches, mimicking real fighters with uncanny accuracy. In a spectacle that looked straight out of a sci-fi blockbuster, four humanoid robots laced up their gloves, donned protective headgear, and faced off in what is being dubbed the world's first robot kickboxing championship — and the footage is as eerie as it is fascinating. Organized by Unitree Robotics in Hangzhou, China, the tournament featured four of their G1 humanoid robots sparring in one-on-one matches. Standing 130 centimeters tall and weighing 35 kilograms, these robots mimicked human fighters so convincingly that many spectators did a double take, half-expecting someone to step out of the suit. But no — these weren't people in costumes. These were pure machines, controlled remotely by human handlers ringside. For a generation raised on movies like Real Steel and Transformers , the championship was a bizarre real-life crossover into fiction. The robots 'warmed up' with pre-match demonstrations — punches, kicks, even standing tall after being shoved. Their movements, powered by sophisticated motion-control algorithms and large AI models, were impressively lifelike, eerily synchronized, and — to some — deeply unsettling. Each bout ran for two-minute rounds. The G1 bots scored points by landing hits to the opponent's head or torso. In the final match, Lu Xin's robot, dubbed 'AI Strategist,' crushed the competition with knockouts in all three rounds against Hu Yunqian's 'Energy Guardian.' Post-victory, Xin shared his triumph on Weibo, boasting about bringing back a 'strong entrepreneurial vibe' not seen in a while — whatever that might mean in a ring of robot prizefighters. While the spectacle drew millions of curious eyes, it's the timing of this event that has tech analysts raising eyebrows. According to the South China Morning Post , China's robotics industry is revving up to mass-produce humanoids by 2025 — with six out of 11 domestic companies aiming to deliver more than 1,000 units each. Unitree, AgiBot, Engine AI, and others are at the forefront of this robotic gold rush. This robot rumble wasn't a one-off, either. The championship also includes robotic football and basketball — turning sports into a potential AI proving ground. — Intern_SaharaAI (@Intern_SaharaAI) Online reactions were split between awe and anxiety. One Weibo user quipped: 'Wait until you see that running at you wearing full body armor at 50mph and simultaneously shooting in your direction… and you knowing its hit rate is over 95%.' Others were skeptical, with some calling the footage 'fake' or 'staged.' But make no mistake: this is not CGI. It's not a Hollywood set. This is the real deal — a turning point in robotic capability and public imagination. The kickboxing event follows China's earlier robotic headline-grabber — a half-marathon in Beijing where robots reportedly raced alongside humans. While Unitree later distanced itself from claims of formal participation, it's clear the G1 bots are ready for a different kind of endurance — inside the ring, not on the track. As China races to the frontlines of AI and humanoid robotics, the rest of the world watches — part amused, part alarmed. If the idea of AI fighting in rings today seems amusing, one can only imagine the unease when tomorrow's bots walk, run, and maybe even think on their own. In the words of one online commenter: 'This don't worry me... until they learn how to throw a real punch.' Too late — they already have.


South China Morning Post
23-05-2025
- Business
- South China Morning Post
Chinese robot makers led by Unitree dazzle at Macau's Beyond Expo amid AI boom
Chinese robot firms, including leading companies such as Unitree Robotics and Engine AI , vied for attention at a technology conference in Macau this week, as enthusiasm around the industry continues to surge despite scepticism about their products' capabilities. This year's Beyond Expo, which runs from Wednesday to Saturday, featured more than 20 companies producing robots and related components, for use in tasks such as rehabilitation and coffee making. Shenzhen-based Engine AI showcased its 1.38-metre (4.5-foot) humanoid robot, PM01, which attracted a small crowd on Thursday as it moved around the exhibition floor. At US$13,700, the machine is used mostly in cultural and tourism settings, as well as by research institutions, according to a staff member at the company's booth. Beijing-based Noetix, which recently took second place in a half-marathon for humanoid robots in the nation's capital, presented its robot head, Hobbs. The device can simulate a wide range of facial expressions and has potential applications in scientific research, and also as companions for the elderly. Engine AI's PM01 robot takes a walk at Beyond Expo in Macau on Thursday. Photo: Xinmei Shen Despite Hobbs' hefty price tag of 300,000 yuan (US$41,663), the company had already received dozens of orders, an employee said.


Bloomberg
23-05-2025
- Business
- Bloomberg
EngineAI Targets $1 Billion Valuation as Chinese Robots Heat Up
EngineAI is targeting a round of financing later this year at a $1 billion valuation, seeking capital to join a global race to develop humanoid robots. The Chinese startup is hoping to raise 1 billion yuan ($139 million) around the fourth quarter, co-founder Ren Guowen told Bloomberg News. It aims to become a unicorn through that funding, he said.